Investment Deal Flow

A structured system to design, classify, and execute investment projects through defined roles, responsibilities, and economic participation.

Deal Stages

Role Classification System

Select roles that are involved in your deal. Each role shows responsibilities, compensation type, and typical ranges.

ORIGINATION

STRUCTURING

CAPITAL

EXECUTION

OPERATIONS

SCALE

Deal Structure Summary

Select roles above to build your deal structure.

Participation Rules

Rule 1

No contribution = No participation

All participants must bring value—whether capital, assets, expertise, or execution.

Rule 2

Equity is earned through execution or assets

Equity allocation reflects real value creation and capital commitment.

Rule 3

Introductions are compensated once

One-time success fees for deal origination, not permanent ownership.

Rule 4

Platform retains structural control

Citizens Ventures maintains governance, deal structure, and long-term stewardship.

Ready to structure your deal?

Submit your project details and our team will help you design the optimal deal structure, role allocation, and participation framework.